Mark Loosmore gives a round-up of the results of AT8's practice management systems market review, as vendors vie for a slice of the pre-RDR pie
Over the past few months we have reported on some of the leading practice management systems in the market. We have looked at those that come from a front-office background, such as Dynamic Planner, and those with a back-office heritage, such as Adviser Office and Intelligent Office. We have reviewed mortgage specialist systems, such as TrigoldCrystal and MBL’s The Key. We have also looked at those with a heritage deep in the world of financial planning, such as the Prestwood Truth system. The boundaries between these solutions is blurring, with the likes of Intelligent Office becomin...
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